Improve your experience. We are very sorry but this website does not support Internet Explorer. We recommend using a different browser that is supported such as Google Chrome or Mozilla Firefox.

Death, Taxes & Beyond - Getting Your Financial House in Order

Join this free 1-hour interactive and informative session where you will learn how to build your financial foundation and prepare for what life might bring you.

Description

Maybe you’ve heard the old saying: The only things in life that are certain are death and taxes. Certain though they may be for all of us, both topics can still be very difficult for us to talk about, or even to think about. Preparing your financial affairs for your loved ones can sometimes feel like an overwhelming process, but it is an important task with significant benefits. Getting your financial house in order before your death will make things much easier for your loved ones. Let us guide you by taking it one step at a time.

Join us for an interactive and informative session where you will learn how to build your financial foundation and prepare for what life might bring you. By the end of our Death, Taxes, and Beyond workshop/webinar, you’ll be able to:

  • Implement a 4-step plan to organize your finances that will make is possible for you to quickly find the paperwork you need
  • Understand the basics of personal taxes
  • Articulate the different types of insurance
  • Define what type of insurance is important to you, your family, and your estate
  • Create an “In the Event of an Emergency” document for your family so they can find important information in case anything happens to you
  • Define the role of an executor in your will
  • Take the next steps to create your own estate plan

This interactive and informative workshop will last 1 hour, with time for questions and discussion. We encourage you to try an idea or two! All participants will be supplied with ideas, resources and the full curriculum upon request.

 

This workshop is conducted by the Credit Counseling Society of BC.

For inquiries about this course, please call  1-888-527-8999 or go to https://nomoredebts.org/

 

Prerequisites

There are no prerequisites for this course.   

Who Should Attend

This session was designed for anyone wanting more information on how to take control of your finances and manage debt and create a budget.

Similar courses

Making Cent$ of Money: Budgeting 101

Join this free session from the Credit Counseling Society to learn the 7 steps to budgeting which will help you take control of your finances.

More Information
Debt Solutions

Financial Fitness Topic

More Information
75 Ways to Save on Household Expenses

Join this free session from the Credit Counseling Society to gather tips on how to save on various household expenses including utilities, transportation, groceries, and personal items.

More Information
Holiday Debt Hangover

Join this free session from the Credit Counseling Society to discuss strategies on how to get rid of the holiday debt and encourage positive action so it is never an issue again.

More Information
Mind Your Money: The Psychology of Saving

Join this 1-hour webinar to learn some valuable information about strategies to help you meet your saving goals.

More Information
Budget Breakers

Join this free session from the Credit Counseling Society to learn what your money set point is so that you can sleep at night knowing that you’ll be able to handle any potential budget breakers that may arise!

More Information
Irregular Income

Join this free session from the Credit Counseling Society to learn how to manage irregular income so that you feel as though you’re in control of your financial obligations and still have money for fun things.

More Information
Living on a Fixed Income

Join this free session from the Credit Counseling Society to gather tips on ays to decrease expenses, identify people and activities that may be costing money, and learn how to read the signs when more help may be needed.

More Information
Mind Your Money: The Psychology of Spending

Join this free session from the Credit Counseling Society to learn a more balanced approach to shopping rather than allowing your emotions to be swayed towards a particular brand, resulting in your unplanned overspending.

More Information
Mind Your Money: Technology & Spending

Join this free session from the Credit Counseling Society to learn some valuable information about how marketers use your online behaviour and information to influence the way you think and feel.

More Information
The Truth About Credit

Join this free session from the Credit Counseling Society to learn key information to help you make decisions and take actions that will positively affect your credit and overall financial health.

More Information
Borrowing 101

Join this free session from the Credit Counseling Society to learn how to understand the ins and outs of credit and financing through borrowing on credit can help us to make savvier financial decisions.

More Information
Relationships and Money – Ending the Financial Feud

Join this 1-hour webinar to learn how to understand each other’s relationship with money and to create an achievable plan on how to reach your collective financial goals.

More Information
Planning for Post-Secondary

Join this free session from the Credit Counseling Society to gather tips on planning for a post-secondary education for yourself or a family member.

More Information
Planning Financially for Your New Arrival

Join this free session from the Credit Counseling Society to learn the ABC’s of Planning Financially for Your New Arrival. We’ll help you take the guesswork out of the financial part of the parenting equation.

More Information
Raising Financially Fit Kids

Join this free session from the Credit Counseling Society to learn ways to start the money conversations early, to help your children build their knowledge as they grow.

More Information
Cautious Consumerism: Identity Theft and Fraud

Join this free session from the Credit Counseling Society to learn about how to protect not only yourself from scams and fraudulent activity but your loved ones as well.

More Information
Food and Finance

Join this free session from the Credit Counseling Society to learn tips and ideas on how to become more organized and savvy about your meal planning, your cooking, and your food shopping.

More Information
Home Ownership: Are You Ready?

Join this free 1-hour interactive and informative session where you will learn to understand the many financial considerations and responsibilities when it comes to home ownership, before making that commitment.

More Information
Investment Basics – Making The Most Of Your Money

Join this 1-hour webinar to learn valuable information on the basics of investing that can help make you feel comfortable about making decisions with your money.

More Information
Living Well on Retirement Income

Join this free session from the Credit Counseling Society to learn to take steps to make sure that you are getting the most for your money.

More Information
Organizing Your Finances in 1 Month

join us for this informative and interactive workshop / webinar on Organizing Your Finances In 1 hour, we will take you through a 4 week, step-by-step process on how to create an organized system

More Information
Vacations on a Budget

Join us for our Vacations on a Budget workshop/webinar to understand how to plan your vacation well, in order to avoid any feelings of financial stress!

More Information
Planning for Emergency Reduced Income

Join this 1 hour webinar on, Preparing for Temporarily Reduced Income, and learn what steps you can take to manage your income, expenses, impulse spending, credit, and debt, in case of emergencies.

More Information
Money Basics for Newcomers (Part I & Part II)

Join this free session from the Credit Counseling Society geared towards newcomers to Canada with tips on how to navigate the Canadian financial system.

More Information

Press enter to see more results